Record overpayment on a sales invoice

Record an overpayment received from a customer on a sales invoice. You can record an overpayment in a currency different from the currency of the invoice.

Record an overpayment in same currency as the invoice

  1. Click Accounts, then select Sales.
  2. Find the invoice your customer has overpaid and click to open it.
  3. Under Receive a payment, enter the amount your customer has paid you.

    Image showing overpayment amount entered on invoice.

  4. Click Add Payment.
  5. Enter a description for the overpayment.
  6. (Optional) If you have set up tracking for your organisation, select the tracking category for the overpayment. If you don't want to apply tracking, leave the field blank or choose (None).

    Image showing overpayment description added.

  7. Click OK.

You can't print or email overpayments from Xero. However, overpayments will appear on statements if your customer needs a printed reference of the transaction. The date of the payment, amount and reference will appear on the statement.

View, email or print a customer statement

Record an overpayment in a different currency from the invoice

We'll use the example of a customer you invoiced for 950.00 NZD who paid 950 AUD, which includes an overpayment.

  1. Click Accounts, then select Sales.
  2. Find the invoice your customer has overpaid and click to open it.
  3. Under Receive a payment, in the Amount Paid field, enter the amount you received in the currency of the invoice.

    In this case you received payment in AUD but the invoice is in NZD, so you enter the amount in NZD. 950 AUD converts to 997.50 NZD, so enter this NZD amount on the invoice.

  4. Enter the payment date in the Date Paid field.
  5. In the Paid To field, select the foreign currency bank account you received the payment in.
  6. Xero will show you an Exchange Rate field. Enter the foreign exchange rate from your bank statement.

    Image of the receive a payment fields in an invoice.

  7. Click Add Payment.
  8. Enter a description for the overpayment.
  9. (Optional) If you have set up tracking for your organisation, select the tracking category for the overpayment. If you don't want to apply tracking, leave the field blank or choose (None).

    Image showing overpayment with description added and tracking field yet to complete.

  10. Click OK.

You can't print or email overpayments from Xero. However, overpayments will appear on statements if your customer needs a printed reference of the transaction. The date of the payment, amount and reference will appear on the statement.

View, email or print a customer statement